by Josh Schwaber | Apr 15, 2025 | Kwanti updates
Kwanti has released a new feature to provide greater visibility into household-level PDF reports: the Summary Page. This enhancement provides Advisors a structured and detailed breakdown of each account within a Group portfolio, enabling more precise and efficient...
by Josh Schwaber | Apr 7, 2025 | Kwanti updates
We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Allocation Tax-Aware ETF models are now live and available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts over 100 diverse...
by Impact Marketing 2 | Mar 19, 2025 | Kwanti updates
Kwanti recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as...
by Josh Schwaber | Nov 6, 2024 | Kwanti updates
xPDF is a game-changing feature designed to streamline portfolio analysis for prospects. With xPDF, you can easily upload PDF statements directly into Kwanti, and our system automatically extracts position details and creates portfolios for you. Eliminate manual entry...
by Josh Schwaber | Sep 12, 2024 | Kwanti updates
We are releasing a new set of features (at no extra cost) designed to enhance the way financial advisors manage prospect/client risk—Kwanti’s Risk Profiling Tool. This powerful addition enables advisors to send risk profiling questionnaires, compare client risk...
by Josh Schwaber | Aug 30, 2024 | Kwanti updates
We are expanding our Model Marketplace with 5 new models from a leading model provider, WisdomTree. These 5 new WisdomTree models are available in Kwanti. WisdomTree U.S. Conservative Growth Model WisdomTree U.S. Moderate Growth Model WisdomTree U.S. Growth Model...
